Estate Planning Essentials Webinar
Watch a recap on our webinar on the essentials of estate planning with Hargrove Firm’s Debbie Makowski and Burney Wealth Management’s Adam Newman
August 8, 2024
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Watch a recap on our webinar on the essentials of estate planning with Hargrove Firm’s Debbie Makowski and Burney Wealth Management’s Adam Newman
Read about our enhanced user interface and the launch of our remote online notarization services
Safeguarding measures demonstrate a commitment to security and privacy
Financial advisors now have the option to pay on behalf of their clients
Their combined technology and processes improve estate planning experiences
Unless your client’s estate is worth over $12 million, probably not
Refer clients to experienced legal counsel more easily than ever
Tutorial helps clients prepare for a successful planning meeting